Keystone Financial Group

Keystone Financial Group as of Sept. 30, 2023

Portfolio Holdings for Keystone Financial Group

Keystone Financial Group holds 300 positions in its portfolio as reported in the September 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
SPDR S&P MF Closed and MF Open (SPY) 9.7 $58M 136k 427.48
Spdr Portfolio MF Closed and MF Open (SPLG) 5.7 $34M 681k 50.26
Apple Common Stock (AAPL) 5.6 $34M 197k 171.21
Ishares Core MF Closed and MF Open (ITOT) 3.5 $21M 220k 94.19
Wisdomtree Floating MF Closed and MF Open (USFR) 3.0 $18M 359k 50.32
Vanguard Total MF Closed and MF Open (VTI) 2.9 $18M 83k 212.41
First Trust MF Closed and MF Open (FTCS) 2.9 $17M 235k 73.63
Microsoft Corp Common Stock (MSFT) 2.4 $15M 46k 315.75
Spdr Portfolio MF Closed and MF Open (SPYG) 2.1 $13M 211k 59.28
Victoryshares Us MF Closed and MF Open (CFO) 2.0 $12M 204k 58.92
Berkshire Hathaway Common Stock (BRK.B) 1.7 $10M 29k 350.30
Vanguard S&p MF Closed and MF Open (VOO) 1.7 $10M 26k 392.71
Spdr Portfolio MF Closed and MF Open (SPYV) 1.7 $10M 242k 41.26
Vanguard Value MF Closed and MF Open (VTV) 1.5 $9.1M 66k 137.93
Berkshire Hathaway Common Stock (BRK.A) 1.5 $9.0M 17.00 531477.00
Jpmorgan Us MF Closed and MF Open (JQUA) 1.5 $9.0M 207k 43.27
Tesla Common Stock (TSLA) 1.4 $8.4M 34k 250.22
Amazon Common Stock (AMZN) 1.2 $7.1M 56k 127.12
Invesco S&p MF Closed and MF Open (SPHD) 1.1 $6.8M 174k 39.19
Victoryshares U S MF Closed and MF Open (CDC) 1.1 $6.7M 120k 55.86
Nvidia Corp Common Stock (NVDA) 1.1 $6.6M 15k 434.98
First Trust MF Closed and MF Open (LMBS) 0.9 $5.6M 118k 47.24
Exxon Mobil Common Stock (XOM) 0.9 $5.3M 45k 117.58
Procter & Gamble Common Stock (PG) 0.9 $5.2M 36k 145.86
Alphabet Common Stock (GOOG) 0.8 $4.9M 37k 131.85
Invesco Qqq MF Closed and MF Open (QQQ) 0.8 $4.8M 13k 358.26
Advanced Micro Common Stock (AMD) 0.7 $4.3M 42k 102.82
Meta Platforms Common Stock (META) 0.7 $4.2M 14k 300.21
Vanguard Dividend MF Closed and MF Open (VIG) 0.7 $4.2M 27k 155.38
Johnson & Johnson Common Stock (JNJ) 0.7 $4.1M 26k 155.75
Vanguard Growth MF Closed and MF Open (VUG) 0.7 $4.0M 15k 272.31
Ishares Msci MF Closed and MF Open (USMV) 0.7 $4.0M 55k 72.38
Ishares Core MF Closed and MF Open (IVV) 0.7 $3.9M 9.1k 429.43
Ishares U S MF Closed and MF Open (PFF) 0.6 $3.8M 125k 30.15
Invesco Exchange MF Closed and MF Open (SPLV) 0.5 $3.3M 56k 58.79
Alphabet Common Stock (GOOGL) 0.5 $3.3M 25k 130.86
Vanguard Small MF Closed and MF Open (VB) 0.5 $3.2M 17k 189.07
Invesco S&p MF Closed and MF Open (RSP) 0.5 $3.1M 22k 141.69
Vanguard Mid MF Closed and MF Open (VO) 0.5 $3.1M 15k 208.24
Vanguard S&p MF Closed and MF Open (VOOG) 0.5 $3.0M 12k 246.85
Spdr Doubleline MF Closed and MF Open (TOTL) 0.5 $2.9M 75k 38.65
Wells Fargo Preferred Stock (WFC.PL) 0.5 $2.9M 2.6k 1115.01
SPDR S&P MF Closed and MF Open (MDY) 0.5 $2.9M 6.3k 456.64
Pepsico Common Stock (PEP) 0.5 $2.8M 17k 169.44
Vanguard Total MF Closed and MF Open (BND) 0.5 $2.8M 40k 69.78
Ishares Core MF Closed and MF Open (DGRO) 0.5 $2.8M 57k 49.53
Spdr Portfolio MF Closed and MF Open (SPTL) 0.5 $2.8M 107k 26.15
Merck & Company Common Stock (MRK) 0.5 $2.8M 27k 102.95
Sector Energy MF Closed and MF Open (XLE) 0.5 $2.7M 30k 90.39
Jpmorgan Chase Common Stock (JPM) 0.5 $2.7M 19k 145.02
Boeing Company Common Stock (BA) 0.5 $2.7M 14k 191.68
Vanguard S&p MF Closed and MF Open (VOOV) 0.4 $2.7M 18k 148.69
Vanguard S&p MF Closed and MF Open (IVOO) 0.4 $2.4M 29k 84.53
Ishares Core MF Closed and MF Open (IJR) 0.4 $2.3M 25k 94.33
Palantir Technologies Common Stock (PLTR) 0.4 $2.3M 144k 16.00
Abbvie Common Stock (ABBV) 0.4 $2.3M 15k 149.06
Mcdonalds Corp Common Stock (MCD) 0.4 $2.2M 8.5k 263.43
Vanguard S&p MF Closed and MF Open (VIOO) 0.4 $2.2M 25k 87.40
Spdr Tips MF Closed and MF Open (SPIP) 0.4 $2.2M 88k 24.84
Spdr Dow MF Closed and MF Open (DIA) 0.4 $2.2M 6.5k 334.94
Spdr Portfolio MF Closed and MF Open (SPMD) 0.3 $2.1M 47k 43.79
Spdr Mortgage MF Closed and MF Open (SPMB) 0.3 $2.0M 97k 20.80
Chevron Corp Common Stock (CVX) 0.3 $2.0M 12k 168.63
First Trust MF Closed and MF Open (GRID) 0.3 $1.9M 21k 93.89
Sector Financial MF Closed and MF Open (XLF) 0.3 $1.9M 56k 33.17
Vanguard High MF Closed and MF Open (VYM) 0.3 $1.8M 18k 103.32
Home Depot Common Stock (HD) 0.3 $1.8M 6.0k 302.17
Abbott Laboratories Common Stock (ABT) 0.3 $1.8M 18k 96.85
Ishares Global MF Closed and MF Open (IXN) 0.3 $1.7M 30k 57.84
Ishares Core MF Closed and MF Open (IEFA) 0.3 $1.7M 26k 64.35
First Trust MF Closed and MF Open (RDVY) 0.3 $1.7M 37k 45.95
Ishares Msci MF Closed and MF Open (QUAL) 0.3 $1.7M 13k 131.79
Intl Paper Common Stock (IP) 0.3 $1.6M 46k 35.47
Schwab Us MF Closed and MF Open (SCHG) 0.3 $1.5M 21k 72.72
Philip Morris Common Stock (PM) 0.3 $1.5M 16k 92.58
At&t Common Stock (T) 0.2 $1.4M 95k 15.02
Coca Cola Company Common Stock (KO) 0.2 $1.4M 25k 55.98
Cisco Systems Common Stock (CSCO) 0.2 $1.4M 25k 53.76
Eli Lilly Common Stock (LLY) 0.2 $1.4M 2.5k 537.22
First Trust MF Closed and MF Open (FMB) 0.2 $1.3M 27k 48.88
Sector Healthcare MF Closed and MF Open (XLV) 0.2 $1.3M 9.9k 128.74
Victoryshares Dividend MF Closed and MF Open (VSDA) 0.2 $1.3M 29k 43.41
Walmart Common Stock (WMT) 0.2 $1.2M 7.8k 159.94
Lowes Companies Common Stock (LOW) 0.2 $1.2M 6.0k 207.85
Victoryshares Us MF Closed and MF Open (CFA) 0.2 $1.2M 18k 68.09
Ishares Core MF Closed and MF Open (IEMG) 0.2 $1.2M 25k 47.59
United Parcel Common Stock (UPS) 0.2 $1.2M 7.6k 155.86
Ishares S&p MF Closed and MF Open (IUSG) 0.2 $1.2M 12k 94.83
Vaneck Long MF Closed and MF Open (MLN) 0.2 $1.2M 69k 16.71
Norfolk Southern Common Stock (NSC) 0.2 $1.1M 5.8k 196.94
Ishares Core MF Closed and MF Open (IJH) 0.2 $1.1M 4.6k 249.37
Pfizer Common Stock (PFE) 0.2 $1.1M 34k 33.17
Spdr Nuveen MF Closed and MF Open (HYMB) 0.2 $1.1M 47k 23.82
First Trust MF Closed and MF Open (FV) 0.2 $1.1M 25k 44.30
Ishares Msci MF Closed and MF Open (MTUM) 0.2 $1.0M 7.5k 139.71
Unilever Common Stock (UL) 0.2 $1.0M 21k 49.40
Chipotle Mexican Common Stock (CMG) 0.2 $1.0M 560.00 1831.83
Visa Common Stock (V) 0.2 $1.0M 4.4k 230.00
Vanguard Information MF Closed and MF Open (VGT) 0.2 $1.0M 2.4k 414.87
Walt Disney Common Stock (DIS) 0.2 $977k 12k 81.05
Nike Common Stock (NKE) 0.2 $977k 10k 95.62
Unitedhealth Group Common Stock (UNH) 0.2 $962k 1.9k 504.13
Vaneck Cef MF Closed and MF Open (XMPT) 0.2 $959k 51k 18.90
Albemarle Corp Common Stock (ALB) 0.2 $927k 5.5k 170.04
Becton Dickinson Common Stock (BDX) 0.2 $916k 3.5k 258.53
Diageo Common Stock (DEO) 0.2 $915k 6.1k 149.19
Seagate Technology Common Stock (STX) 0.2 $914k 14k 65.95
Virtus Equity MF Closed and MF Open (NIE) 0.1 $880k 44k 19.89
Ishares Tips MF Closed and MF Open (TIP) 0.1 $863k 8.3k 103.72
Netflix Common Stock (NFLX) 0.1 $857k 2.3k 377.60
Vanguard Ftse MF Closed and MF Open (VEA) 0.1 $845k 19k 43.72
Illinois Tool Common Stock (ITW) 0.1 $826k 3.6k 230.30
Sector Consumer MF Closed and MF Open (XLP) 0.1 $794k 12k 68.81
Vanguard Ftse MF Closed and MF Open (VEU) 0.1 $779k 15k 51.87
Bank America Common Stock (BAC) 0.1 $776k 28k 27.38
Airbnb Common Stock (ABNB) 0.1 $747k 5.4k 137.21
FS KKR Common Stock (FSK) 0.1 $744k 38k 19.69
Spdr Series MF Closed and MF Open (SLYV) 0.1 $740k 10k 72.37
Verizon Communications Common Stock (VZ) 0.1 $739k 23k 32.41
Ishares Semiconductor MF Closed and MF Open (SOXX) 0.1 $729k 1.5k 473.69
Barrick Gold Common Stock (GOLD) 0.1 $729k 50k 14.55
Duke Energy Common Stock (DUK) 0.1 $720k 8.2k 88.25
First Trust MF Closed and MF Open (FVD) 0.1 $716k 19k 37.39
Sector Technology MF Closed and MF Open (XLK) 0.1 $712k 4.3k 163.95
3m Company Common Stock (MMM) 0.1 $707k 7.6k 93.62
General Electric Common Stock (GE) 0.1 $705k 6.4k 110.56
Dnp Select MF Closed and MF Open (DNP) 0.1 $680k 71k 9.52
Artisan Partners Common Stock (APAM) 0.1 $669k 18k 37.42
Vanguard Us MF Closed and MF Open (VFVA) 0.1 $666k 6.7k 100.07
Vanguard Mega MF Closed and MF Open (MGK) 0.1 $654k 2.9k 226.90
Spdr Series MF Closed and MF Open (MDYV) 0.1 $640k 9.9k 64.86
Spdr Portfolio MF Closed and MF Open (SPDW) 0.1 $630k 20k 31.01
Vanguard Us MF Closed and MF Open (VFMV) 0.1 $621k 6.5k 96.17
Elevance Health Common Stock (ELV) 0.1 $612k 1.4k 435.39
Intel Corp Common Stock (INTC) 0.1 $599k 17k 35.55
Spdr Bloomberg MF Closed and MF Open (BILS) 0.1 $599k 6.0k 99.43
Oracle Corp Common Stock (ORCL) 0.1 $597k 5.6k 105.92
Qualcomm Common Stock (QCOM) 0.1 $576k 5.2k 111.05
Lockheed Martin Common Stock (LMT) 0.1 $566k 1.4k 408.95
Ishares Msci MF Closed and MF Open (EFAV) 0.1 $558k 8.6k 65.22
Marathon Petroleum Common Stock (MPC) 0.1 $553k 3.7k 151.32
Select Utilities MF Closed and MF Open (XLU) 0.1 $551k 9.4k 58.93
Vanguard Intermediate MF Closed and MF Open (VCIT) 0.1 $545k 7.2k 75.97
Vanguard Fste MF Closed and MF Open (VWO) 0.1 $538k 14k 39.21
American Electric Common Stock (AEP) 0.1 $538k 7.1k 75.22
Fedex Corp Common Stock (FDX) 0.1 $536k 2.0k 264.91
SPDR S&P MF Closed and MF Open (KRE) 0.1 $536k 13k 41.77
First Trust MF Closed and MF Open (FVC) 0.1 $531k 17k 31.35
Broadcom Common Stock (AVGO) 0.1 $529k 637.00 830.05
Vanguard Russell MF Closed and MF Open (VONE) 0.1 $528k 2.7k 194.66
Nextera Energy Common Stock (NEE) 0.1 $521k 9.1k 57.29
Global X MF Closed and MF Open (QYLD) 0.1 $521k 31k 16.77
First Trust MF Closed and MF Open (FDL) 0.1 $518k 16k 33.44
Ishares Msci MF Closed and MF Open (SIZE) 0.1 $514k 4.4k 117.38
British Amern Common Stock (BTI) 0.1 $507k 16k 31.41
Enterprise Products Oil & Gas, Real Estate and REIT (EPD) 0.1 $504k 18k 27.37
Dominion Energy Common Stock (D) 0.1 $496k 11k 44.67
Spdr Nuveen MF Closed and MF Open (SHM) 0.1 $492k 11k 46.23
Victoryshares Us MF Closed and MF Open (CDL) 0.1 $490k 9.0k 54.27
Teva Pharmaceutical Common Stock (TEVA) 0.1 $482k 47k 10.20
Vanguard Mega MF Closed and MF Open (MGV) 0.1 $482k 4.7k 101.40
Ford Motor Common Stock (F) 0.1 $481k 39k 12.42
Allstate Corp Common Stock (ALL) 0.1 $469k 4.2k 111.42
U S Bancorp De Common Stock (USB) 0.1 $466k 14k 33.06
Energy Transfer Oil & Gas, Real Estate and REIT (ET) 0.1 $458k 33k 14.03
Tractor Supply Common Stock (TSCO) 0.1 $455k 2.2k 203.07
RH Common Stock (RH) 0.1 $454k 1.7k 264.36
Vanguard Short MF Closed and MF Open (BSV) 0.1 $452k 6.0k 75.16
Vanguard Russell MF Closed and MF Open (VTHR) 0.1 $451k 2.4k 190.73
Mastercard Common Stock (MA) 0.1 $445k 1.1k 395.86
Spdr Series MF Closed and MF Open (XES) 0.1 $434k 4.5k 95.78
BP Common Stock (BP) 0.1 $432k 11k 38.72
Spdr Index MF Closed and MF Open (QEFA) 0.1 $427k 6.4k 67.04
Anheuser Busch Common Stock (BUD) 0.1 $423k 7.7k 55.30
Deere & Co Common Stock (DE) 0.1 $418k 1.1k 377.28
Vanguard Small MF Closed and MF Open (VBR) 0.1 $408k 2.6k 159.48
Southern Company Common Stock (SO) 0.1 $408k 6.3k 64.72
GSK Common Stock (GSK) 0.1 $406k 11k 36.25
Spdr Corp MF Closed and MF Open (SPBO) 0.1 $401k 15k 27.58
Linde Common Stock (LIN) 0.1 $395k 1.1k 372.41
Amgen Common Stock (AMGN) 0.1 $392k 1.5k 268.79
Invesco Exchange MF Closed and MF Open (SPHQ) 0.1 $388k 7.7k 50.04
Salesforce Common Stock (CRM) 0.1 $384k 1.9k 202.73
Tempur Sealy Common Stock (TPX) 0.1 $383k 8.8k 43.34
Ishares Msci MF Closed and MF Open (ACWV) 0.1 $382k 4.0k 95.42
Kroger Common Stock (KR) 0.1 $378k 8.4k 44.75
Thermo Fisher Common Stock (TMO) 0.1 $376k 743.00 506.21
Wells Fargo Common Stock (WFC) 0.1 $376k 9.2k 40.86
Ishares Core MF Closed and MF Open (IUSB) 0.1 $373k 8.5k 43.72
Spdr Gold Common Stock (GLD) 0.1 $373k 2.2k 171.45
Spdr Portfolio MF Closed and MF Open (SPSM) 0.1 $372k 10k 36.90
Vanguard Russell MF Closed and MF Open (VONG) 0.1 $371k 5.4k 68.43
Draftkings Common Stock (DKNG) 0.1 $370k 13k 29.44
Ecolab Common Stock (ECL) 0.1 $365k 2.2k 169.37
Blackstone Common Stock (BX) 0.1 $361k 3.4k 107.13
Mondelez International Common Stock (MDLZ) 0.1 $356k 5.1k 69.40
Alps Sector MF Closed and MF Open (SDOG) 0.1 $356k 7.6k 47.03
Blackrock Ultra MF Closed and MF Open (ICSH) 0.1 $355k 7.0k 50.38
Spdr Ssga MF Closed and MF Open (RLY) 0.1 $352k 13k 26.96
Coinbase Global Common Stock (COIN) 0.1 $351k 4.7k 75.08
Schlumberger Common Stock (SLB) 0.1 $348k 6.0k 58.30
Global X MF Closed and MF Open (BOTZ) 0.1 $347k 14k 24.72
Kimberly Clark Common Stock (KMB) 0.1 $343k 2.8k 120.84
Intl Business Common Stock (IBM) 0.1 $341k 2.4k 140.28
Ishares Silver Common Stock (SLV) 0.1 $337k 17k 20.34
Travelers Cos Common Stock (TRV) 0.1 $337k 2.1k 163.31
Vanguard Short MF Closed and MF Open (VTIP) 0.1 $325k 6.9k 47.28
Alps Alerian MF Closed and MF Open (AMLP) 0.1 $324k 7.7k 42.20
Fidelity National Common Stock (FIS) 0.1 $322k 5.8k 55.27
Strategy Nasdaq MF Closed and MF Open (HNDL) 0.1 $321k 17k 19.11
Vanguard Health MF Closed and MF Open (VHT) 0.1 $318k 1.4k 235.02
Lincoln Natl Corp In Common Stock (LNC) 0.1 $315k 13k 24.69
India Fund MF Closed and MF Open (IFN) 0.1 $310k 18k 17.42
Tjx Cos Common Stock (TJX) 0.0 $297k 3.3k 88.87
Spdr Series MF Closed and MF Open (XNTK) 0.0 $296k 2.2k 136.60
Lam Research Corporation Common Stock (LRCX) 0.0 $290k 462.00 626.96
Ishares Msci MF Closed and MF Open (EFG) 0.0 $289k 3.3k 86.31
Vanguard Large MF Closed and MF Open (VV) 0.0 $287k 1.5k 195.69
Altria Group Common Stock (MO) 0.0 $287k 6.8k 42.05
Vanguard Extended MF Closed and MF Open (VXF) 0.0 $286k 2.0k 143.33
Realty Income Common Stock (O) 0.0 $285k 5.7k 49.94
Ppl Corp Common Stock (PPL) 0.0 $283k 12k 23.56
Vanguard Municipal MF Closed and MF Open (VTEB) 0.0 $282k 5.9k 48.10
Victory Victoryshares MF Closed and MF Open (QQQN) 0.0 $282k 12k 24.48
Pacer Data MF Closed and MF Open (SRVR) 0.0 $281k 11k 25.89
Proshares Trust MF Closed and MF Open (NOBL) 0.0 $279k 3.1k 88.55
First Trust MF Closed and MF Open (MDIV) 0.0 $277k 19k 14.60
Schwab Intl MF Closed and MF Open (SCHF) 0.0 $271k 8.0k 33.96
Waste Management Common Stock (WM) 0.0 $264k 1.7k 152.41
Bank New York Common Stock (BK) 0.0 $264k 6.2k 42.65
Ishares Core MF Closed and MF Open (AGG) 0.0 $263k 2.8k 94.04
Airgain Common Stock (AIRG) 0.0 $262k 72k 3.67
Vanguard Total MF Closed and MF Open (VXUS) 0.0 $257k 4.8k 53.52
Schwab Us MF Closed and MF Open (SCHD) 0.0 $254k 3.6k 70.75
Wisdomtree Emerging MF Closed and MF Open (XSOE) 0.0 $252k 9.4k 26.67
Spdr Bloomberg MF Closed and MF Open (TIPX) 0.0 $252k 14k 18.08
Invesco Dorsey MF Closed and MF Open (PDP) 0.0 $248k 3.2k 76.99
Wec Energy Common Stock (WEC) 0.0 $248k 3.1k 80.55
First Trust MF Closed and MF Open (FDN) 0.0 $247k 1.6k 159.61
Target Corp Common Stock (TGT) 0.0 $247k 2.2k 110.57
Spdr Portfolio MF Closed and MF Open (SPTM) 0.0 $246k 4.7k 52.49
Honeywell Intl Common Stock (HON) 0.0 $246k 1.3k 184.67
Vanguard International MF Closed and MF Open (VIGI) 0.0 $246k 3.4k 71.33
Pimco Ehnanced MF Closed and MF Open (MINT) 0.0 $245k 2.4k 100.16
Micron Technology Common Stock (MU) 0.0 $244k 3.6k 68.03
Ishares Intl MF Closed and MF Open (IDV) 0.0 $241k 9.5k 25.40
Independent Bank Common Stock (IBCP) 0.0 $240k 13k 18.34
Air Products Common Stock (APD) 0.0 $240k 846.00 283.56
Vanguard Global MF Closed and MF Open (VNQI) 0.0 $239k 6.1k 38.93
Spdr Port MF Closed and MF Open (SPEU) 0.0 $238k 6.6k 36.11
Sector Industrial MF Closed and MF Open (XLI) 0.0 $237k 2.3k 101.37
Morgan Stanley Common Stock (MS) 0.0 $236k 2.9k 81.67
Vanguard Real MF Closed and MF Open (VNQ) 0.0 $236k 3.1k 75.66
Enbridge Common Stock (ENB) 0.0 $234k 7.1k 33.19
Global X MF Closed and MF Open (MLPA) 0.0 $233k 5.2k 44.59
Vanguard Long MF Closed and MF Open (BLV) 0.0 $232k 3.5k 67.06
Ollies Bargain Common Stock (OLLI) 0.0 $231k 3.0k 77.18
Newell Brands Common Stock (NWL) 0.0 $227k 25k 9.03
First Trust MF Closed and MF Open (EMLP) 0.0 $225k 8.5k 26.42
Emerson Electric Common Stock (EMR) 0.0 $223k 2.3k 96.57
Vanguard Mortgage MF Closed and MF Open (VMBS) 0.0 $222k 5.1k 43.78
Yum Brands Common Stock (YUM) 0.0 $221k 1.8k 124.94
Vanguard Mid MF Closed and MF Open (VOT) 0.0 $221k 1.1k 194.81
Caterpillar Common Stock (CAT) 0.0 $221k 808.00 272.97
Welltower Common Stock (WELL) 0.0 $220k 2.7k 81.92
Global X MF Closed and MF Open (PFFD) 0.0 $220k 12k 18.81
Ishares Core MF Closed and MF Open (IXUS) 0.0 $219k 3.6k 59.99
Ishares Mbs MF Closed and MF Open (MBB) 0.0 $218k 2.5k 88.80
Kla Corp Common Stock (KLAC) 0.0 $217k 474.00 458.70
Blackrock Science MF Closed and MF Open (BST) 0.0 $217k 6.9k 31.41
Goldman Sachs MF Closed and MF Open (GSLC) 0.0 $216k 2.6k 84.25
First Trust MF Closed and MF Open (FIXD) 0.0 $216k 5.1k 42.05
Arrowhead Pharmaceutical Common Stock (ARWR) 0.0 $215k 8.0k 26.87
Spdr Bloomberg MF Closed and MF Open (JNK) 0.0 $215k 2.4k 90.40
Cvs Health Common Stock (CVS) 0.0 $211k 3.0k 69.81
Lattice Hartford MF Closed and MF Open (RODM) 0.0 $210k 8.2k 25.65
Ishares U S MF Closed and MF Open (LRGF) 0.0 $208k 4.8k 43.32
First Trust MF Closed and MF Open (FYX) 0.0 $208k 2.6k 80.66
Kenvue Common Stock (KVUE) 0.0 $208k 10k 20.08
Palo Alto Common Stock (PANW) 0.0 $207k 884.00 234.44
SPDR S&P MF Closed and MF Open (GNR) 0.0 $207k 3.7k 55.71
Blue Owl Common Stock (OBDC) 0.0 $205k 15k 13.85
Cencora Common Stock (COR) 0.0 $205k 1.1k 179.97
Humana Common Stock (HUM) 0.0 $204k 420.00 486.52
Spdr Blackstone MF Closed and MF Open (SRLN) 0.0 $203k 4.8k 41.93
Shell Common Stock (SHEL) 0.0 $202k 3.1k 64.38
Invesco Common Stock (IVZ) 0.0 $188k 13k 14.52
John Hancock MF Closed and MF Open (HPI) 0.0 $188k 13k 14.57
Haleon Common Stock (HLN) 0.0 $182k 22k 8.33
Blackstone Strategic MF Closed and MF Open (BGB) 0.0 $156k 14k 10.99
Cohen & Steers MF Closed and MF Open (RQI) 0.0 $136k 14k 10.12
Warner Bros Common Stock (WBD) 0.0 $132k 12k 10.86
Nuveen Global MF Closed and MF Open (JGH) 0.0 $126k 11k 11.44
Danimer Scientific Common Stock (DNMR) 0.0 $113k 54k 2.07
Editas Medicine Common Stock (EDIT) 0.0 $109k 14k 7.80
Vodafone Group Common Stock (VOD) 0.0 $108k 11k 9.48
Iovance Biotherapeutics Common Stock (IOVA) 0.0 $68k 15k 4.55
Inovio Pharmaceuticals Common Stock 0.0 $43k 110k 0.39
Poseida Therapeutics Common Stock (PSTX) 0.0 $36k 15k 2.38
Canopy Growth Common Stock 0.0 $8.6k 11k 0.78